Checkwriting Application for Unincorporated Organizations, Partnerships, & Sole Proprietorships
Apply for checkwriting for a qualified account in the name of an unincorporated organization, partnership, or sole proprietorship.

Transfer on Death Agreement
Change the registration of a mutual fund account with a designated beneficiary (TOD Registration). For investors who wish to designate an individual or entity to automatically own the account upon the death of the current owner. For a new account, this form should be submitted along with an MFS Account Application.

Specific Lot Identification Form
Use this form if you have selected Specific Lot Identification as the cost basis method on your account and you are requesting a disposition of shares (i.e. withdrawal, exchange, transfer). This form must be submitted along with the transaction request (i.e. Redemption Authorizations Form, Transfer Authorization Form, etc.).

Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares
Completing this form will create a new account within your existing MFS IRA Trust invested in a share class that differs from what was elected on your original IRA Application. This form cannot be used to move funds between share classes.

IRA Transfer Form
Transfer funds into an existing MFS IRA (if new account needs to be established, see IRA Forms Kit, under Open a new account). Complete this form on your computer, print it, and mail it to us.

The forms and applications found here contain everything you need to open a new 403(b) account, make changes to an existing account, sell shares or close an account.

Open a New Account

MFS 403(b) Information Sharing Agreement for Employer Sponsored Plans
This document must be completed and signed by the employer/plan sponsor before any new accounts can be opened for a participant. Only one agreement per plan is needed.

MFS 403(b) Information Sharing Agreement for Salary Reduction Plans
This document must be completed and signed by the employer/plan sponsor before any new accounts can be opened for a participant. Only one agreement per plan is needed.

MFS 403b Mutual Fund Application
Use this application to open your account in an MFS 403(b) Mutual Fund Salary Reduction Only plan. Document includes account application and custodial agreement. Before opening a new account, employer must have completed an MFS Information Sharing Agreement (ISA).

The forms and applications found here contain everything you need to open a new Simple IRA, make changes to an existing account, sell shares or close an account.

Open a New Account

Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares
Completing this form will create a new account within your existing MFS IRA Trust invested in a share class that differs from what was elected on your original IRA Application. This form cannot be used to move funds between share classes.

The forms and applications found here contain everything you need make changes to an existing account, sell shares or close an account within a 401(a), Profit Sharing, Money Purchas Pension Plan or 401(k) plan.

Manage an existing account

Certificate of Incumbency
Certify a Plan Administrator for plans using MFS Heritage Trust Company as Trustee.

MFD Defined Contribution Prototype Plan Document
This document contains the non-elective provisions of the MFD defined contribution prototype plan and should be used in conjunction with the appropriate Adoption Agreement for existing plan sponsors that have adopted the MFS plan. The MFD Defined Contribution Plan is not available for adoption by new plans.

IRA Transfer Form Transfer funds into an existing MFS IRA (if new account needs to be established, see IRA Forms Kit, under Open a new account). Complete this form on your computer, print it, and mail it to us.

IRA Transfer Form
Transfer funds into an existing MFS IRA (if new account needs to be established, see IRA Forms Kit, under Open a new account). Complete this form on your computer, print it, and mail it to us.

The forms and applications found here contain everything you need to open a new retirement plan not trusteed by MFS Heritage Trust, make changes to an existing account, sell shares or close an account.

Open a New Account

Non-Fiduciary Rollover Authorization FormFor Rollover Request to an MFS IRA. Not for use with any retirement accounts currently trusteed by MFS Heritage Trust Company.

MFS 529 Savings Plan Expense Overview Supplement This supplement details the expenses and fees that participants should expect to incur when investing in the 529 program. This supplement is meant as a tool for participants to examine their fees and is not intended to be the sole source for this information.